Michael A. Todd

ONPOINT FINANCIAL MANAGEMENT LLC

BEVERLY HILLS, CA 90212

Some features on this profile are disabled

CRD#: 6328096

Professional summary

Michael Alan Florin Todd, who also goes by Michael A F Todd, Michael Todd, Mike Todd, Michael Alan Florin Todd, is a registered financial advisor currently at ONPOINT FINANCIAL MANAGEMENT LLC located in Beverly Hills, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael A F Todd | Michael Todd | Mike Todd | Michael Alan Florin Todd

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MOR ; Founder; Not Investment related; 468 N. Camden Dr. ,Suite 251 Beverly Hills CA 90210; Description: Restaurant ;Responsibilities : Help run day to day operations ; Start date: 2024-12-28; Hours per month during trading hours: 0; Hours per month outside trading hours: 10; Percentage of total yearly compensation expected to be derived: 10. J&M Vibes; Founder; Not Investment related; 468 N. Camden Dr. , Suite 251 Beverly Hills CA 90210; Responsibilities : Open and operate a lounge; Start date: 2024-12-28; Hours per month devoted during trading hours: 0; Hours per month devoted outside trading hours: 5; Percentage of total yearly compensation expected : 10. Landmark Realty ; Founder; Not Investment related ; 468 N. Camden Dr. , Suite 251 Beverly Hills CA 90210 ;Description : Real Estate Investing; Responsibilities: Help evaluate potential real estate to purchase; Start date: 2024-12-28;Hours per month devoted during trading hours: 0; Hours per month devoted outside trading hours: 5; Percentage of total yearly compensation expected: 10.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Alan Florin Todd's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 21, 2022 - Present

ONPOINT FINANCIAL MANAGEMENT LLC

Office #1: 9454 Wilshire Blvd. Suite 632a, Beverly Hills, CA 90212

RIA

CRD#: 317214

BEVERLY HILLS, CA

Past

May 30, 2018 - September 24, 2021

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

Glen Allen, VA

Past

April 3, 2018 - May 29, 2018

ONPOINT FINANCIAL RETIREMENT LLC

RIA

CRD#: 292195

HENRICO, VA

Past

September 6, 2017 - March 26, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

RICHMOND, VA

Past

April 18, 2017 - March 26, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

RICHMOND, VA

Past

January 27, 2016 - February 28, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

GLEN ALLEN, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/21/2022)

IAR

Virginia
(12/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/22/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONPOINT FINANCIAL MANAGEMENT LLC

CRD#: 317214 / SEC#:

California

Registered Investment Advisory firm - (12/21/2022 Approved)

Virginia

Registered Investment Advisory firm - (12/22/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9454 Wilshire Blvd. Suite 632a, Beverly Hills, CA 90212

Mailing Address

Phone number

(323) 243-9129

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 1,224,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael A. Todd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Alan Florin Todd's CRS (Customer Relationship Summary).

Certified licenses

Experience

IAMS WEALTH MANAGEMENT, LLC

ONPOINT FINANCIAL RETIREMENT LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2017

Series 63

Date: 2/22/2016

SIE

Date: 3/26/2018

Series 7

Date: 5/2/2017

Series 6

Date: 1/27/2016

Current Firm

ONPOINT FINANCIAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONPOINT FINANCIAL MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors